We employ a proactive and collaborative process to understand who you are and what you want to accomplish so we can implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.

Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and long-term goals. We’ve grown significantly since then, and have also come to realize that investment advice is only a small piece of the puzzle.

To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more.

Investing is a sort of science. Our investment philosophy is grounded on decades of academic research, and relies on objective data rather than emotions and forecasts. Above all, we seek to balance return and risk considerations over longer-term time horizons.

Not sure which account you should take your next withdrawal from? This quick overview will help you understand the tax and estate planning implications of your choice. Plus, an in-depth guide to making withdrawals in retirement!

A disability can happen at any time, to anyone. But not you, right? But what if it does? Making sure you are covered for this ‘what if’ is an important piece of your financial puzzle. Check out what you can do to be prepared.